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CRM - Add / Delete New Users

Ability to add new CRM users to a site from Admin, without having to go to excel and import.

Status: Completed4 comments

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Comments4

  • Matt Walter changed status to Completed
    Team•

    Feb 9, 2021

    You can now add new Users in your CRM.
    You can find an 'Add new User' button on the CRM User list.

    • Nick Fenmor Collins

      •

      Feb 11, 2021

      Matt Walter: Thanks Matt…1 thrilled client already :-)

  • Liz Gibbs

    •

    Nov 26, 2020

    Is there any planned update on this - becoming more urgent with live sites that cannot add new ones to CRM eg from phone or in-person contact. Clients not across imports…

    • Matt Walter

      Team•

      Nov 26, 2020

      Liz Gibbs: No immediate plans for this, but it's certainly something we will add when we find time. As a workaround in the meantime you could create a front-end form that's hidden behind a Secure Zone which only the site owner has access to.